Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Description | ||
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| Practice | The practice for which the charge is being billed. | ||
| Account ID | The account number of the guarantor account. | ||
| Payment Batch ID | The unique number assigned to the payment batch. | ||
| Case ID | The unique number assigned to the case. | ||
| Case Reporting Type | The unique code assigned to the case for identifying the case for reporting purposes. | ||
| Patient | The name of the patient. | ||
| Patient DOB | The date of birth of the patient. | ||
| Guarantor | The name of the person on the guarantor account. | ||
| Facility | The name of the facility where services were rendered. | ||
| Place of Service | Indicates where services for the facility are rendered. | ||
| Rendering Provider | The name of the provider who rendered services on the case. | ||
| Referring Provider | The name of the physician who referred the patient. | ||
| Primary Financial Class | Indicates the grouping the primary plan on the case is in. Financial class is used for reporting purposes. | ||
| Primary Payer | The primary insurance payer on the case with financial responsibility for the outstanding debt. | ||
| Primary Plan | The primary insurance plan on the case to which charges were billed. | ||
| Secondary Payer | The secondary payer on file for claims submission. | ||
| Secondary Plan | The secondary insurance plan on file for claims submission. | ||
| Date of Service - Procedure | The date of service for ancillary procedures. | ||
| Anesthesia Method | Method used to administer anesthesia, e.g., General, Regional. | ||
| Type of Service | The type of procedure: Anesthesia or General. | ||
| CPT | The general procedure code that was entered as the procedure billed on the case in charge entry. | ||
| ASA | The anesthesia procedure code that was entered as the procedure billed on the case in charge entry. | ||
| Check Number | The check number of the check making the payment. | ||
| Check Amount | The amount the check payment. | ||
| Remitter | The name of the person or payer who remitted the payment. | ||
| Transaction Code | The code for the type of write-off applied to the account.
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| Transaction Description | The description of the transaction code. | ||
| Transaction Amount | The amount of the transaction. Each transaction is shown as an individual line item. | ||
| Accounting Date | The date selected at the time the transaction was posted. |
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| Posted Date | The date the transaction was posted to the guarantor account. | ||
| Root ID | Identification number of a service line item in AR.
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Available Report Filters
Option | Type | Required | Description | ||
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| Date Mode | Drop Down | Yes | Determines how the results are grouped and ordered:
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| Date | Drop Down | Yes | Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year. By default, this filter is set to Current Month.
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Practices | List Selection | Yes | Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All.
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Providers | List Selection | Yes | Filters by all providers or by one or more providers for which transactions were posted. By default, this filter is set to All. | ||
Facilities | List Selection | Yes | Filters by all facilities or by one or more facilities for which transactions were posted. By default, this filter is set to All. | ||
Payers | List Selection | Yes | Filters by all payers or by one or more payers for which transactions were posted. By default, this filter is set to All. | ||
Plans | List Selections | Yes | Filters by all plans or by one or more plans for which transactions were posted. By default, this filter is set to All. | ||
Financial Class | List Selection | Yes | Filters by all transaction financial classes or by one or more financial classes by which transactions were classified. By default this filter is set to All. | ||
| Report Output | Drop Down | Yes | Designates which detail report to run from the Financial Activity Summary. | ||
| Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |